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Raymond James Financial

933 hedge funds and large institutions have $24.6B invested in Raymond James Financial in 2025 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 321 increasing their positions, 323 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $96.9M | Put options by funds: $48.5M

79% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 75

5% more funds holding

Funds holding: 890933 (+43)

2.18% more ownership

Funds ownership: 75.7%77.89% (+2.2%)

1% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 323

6% less capital invested

Capital invested by funds: $26B → $24.6B (-$1.45B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
933
Holders Change
+43
Holders Change %
+4.83%
% of All Funds
11.35%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.1%
New
134
Increased
321
Reduced
323
Closed
75
Calls
$96.9M
Puts
$48.5M
Net Calls
+$48.4M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
851
Harvest Fund Management
China
$6K
OAJ
852
Ogorek Anthony Joseph
New York
$6K
SPF
853
South Plains Financial
Texas
$5.78K
CFP
854
Comprehensive Financial Planning
Pennsylvania
$5.78K +$5.81K +36 New
CAM
855
Costello Asset Management
Pennsylvania
$5.78K +$5.81K +36 New
SIC
856
SJS Investment Consulting
Ohio
$5.62K +$3.39K +21 +150%
PP
857
PFS Partners
New Jersey
$5.5K
ME
858
McIlrath & Eck
Washington
$5.42K
DPW
859
DiNuzzo Private Wealth
Pennsylvania
$4.98K
ADL
860
Asset Dedication LLC
California
$4.82K
SGK
861
Steigerwald Gordon & Koch
Virginia
$4.82K
TWC
862
TD Waterhouse Canada
Ontario, Canada
$4.82K
WA
863
Westfuller Advisors
New York
$4.46K +$323 +2 +8%
SWM
864
Spire Wealth Management
Virginia
$4.4K +$807 +5 +23%
BHWM
865
Bay Harbor Wealth Management
Maryland
$3.85K +$1.61K +10 +71%
QA
866
Quattro Advisors
Pennsylvania
$3.72K +$3.71K +23 New
AWM
867
Abound Wealth Management
Tennessee
$3.7K
HIA
868
HFM Investment Advisors
New Jersey
$3.53K +$2.42K +15 +214%
WWA
869
Wealth Watch Advisors
Colorado
$3.37K -$484 -3 -13%
SIS
870
Sound Income Strategies
Florida
$3.28K +$3.07K +19 New
AFG
871
Albion Financial Group
Utah
$3.05K
WB
872
Webster Bank
Connecticut
$3.05K
AF
873
Advisornet Financial
Minnesota
$3.05K +$807 +5 +36%
CFM
874
Cornerstone Financial Management
Massachusetts
$3.05K +$3.07K +19 New
NWMP
875
Noble Wealth Management PBC
Colorado
$3.05K +$3.07K +19 New